Richard Birch, financial advisor Pittsburgh PA
90 score

Richard Birch

CRD Number: 5968314
Current Firm: Hefren-tillotson, Inc.

Richard Birch (CRD# 5968314) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Hefren-tillotson, Inc. Pittsburgh, PA Aug 2011 - Current 5
Peter Caroff & Associates Pittsburgh, PA Apr 2009 - Jun 2011 2
Eckert, Seamans, Cherin & Mellott Pittsburgh, PA Jul 2007 - Apr 2009 1
Marshall, Dennehey, Warner, Coleman & Goggin Pittsburgh, PA Sep 2006 - Jun 2007 < 1
Washington County Court Of Common Pleas Washington, PA Jan 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Richard M. Birch
Phone Number: 412-434-0990
Firm Website: https://www.hefren.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    5,841
    MILLIONS
  • Total Number of Accounts
    19,042
    ACCOUNTS
  • Average Account Value
    $306,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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